Close CRM: Setting up Automated Workflows in Close
Close CRMAll demos from “The Step-by-Step Close CRM Setup Every Small Business Needs”
- 1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.Close CRM· Parallel/power dialer
- 13:336:18Customizing Pipeline Stages and Lead StatusesA step-by-step guide on creating custom pipeline stages (e.g., Discovery, Proposal, Won/Lost) and defining lead statuses to match a specific sales process.Close CRM· Sync leads to CRM
- 19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.Close CRM· Append firmographic/technographic data
- 36:304:21Setting up Automated Workflows in CloseCurrentShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.Close CRM· Autonomous AI SDR
- Watch “The Step-by-Step Close CRM Setup Every Small Business Needs” →
Autonomous AI SDR
- 36:304:21Setting up Automated Workflows in CloseCurrentShows how to use the 'Workflows' feature to automate lead updates and activity logging based on specific triggers like form submissions.@JordanRPark
4:084:29Live test call with Close AI agent ChloeA live demonstration of a voice conversation with the Chloe AI agent, showing its ability to handle discovery questions and book a meeting on a calendar.@JordanRPark- 8:575:39Configuring AI agent skills and instructionsA walkthrough of the backend setup in Close CRM, including configuring agent skills, knowledge base URLs, custom fields, and call transfer settings.@JordanRPark
- 14:511:25Reviewing AI call outcomes and performanceDemonstration of the reporting dashboard showing call outcomes, sentiment analysis, and lead progression metrics within the CRM.@JordanRPark